Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: April 8, 2021

OK People, it’s Women’s History Month! Do you think it’s possible to do an all-female-cast version of the RSM newsletter? We’re going to give it a shot. Hang on to your seat:

• Starting us off, Treasurer Sarah Godlewski spills it on Wisconsin’s five-point report and recommendations, and then
• Our own Angela Antonelli of Georgetown’s Center for Retirement Innovation shares insights from early days of the retirement security movement – and new forward-leaning ideas
• The latest state metrics – did you know many of these programs are led by women, and/or sponsored by female Treasurers and legislators?
• Grant’s Go To’s: Just for this edition, Grant wears a wig. OK, we’re kidding. And we appreciate Grant. States Take Aim at TDFs. Check it out.
• Some Cool Stuff to read and watch – Cicely Tyson, anyone?
• And, some, Pix of the Week!

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Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: March 25, 2021

OK People, it’s Women’s History Month! Do you think it’s possible to do an all-female-cast version of the RSM newsletter? We’re going to give it a shot. Hang on to your seat:

• Starting us off, Treasurer Sarah Godlewski spills it on Wisconsin’s five-point report and recommendations, and then
• Our own Angela Antonelli of Georgetown’s Center for Retirement Innovation shares insights from early days of the retirement security movement – and new forward-leaning ideas
• The latest state metrics – did you know many of these programs are led by women, and/or sponsored by female Treasurers and legislators?
• Grant’s Go To’s: Just for this edition, Grant wears a wig. OK, we’re kidding. And we appreciate Grant. States Take Aim at TDFs. Check it out.
• Some Cool Stuff to read and watch – Cicely Tyson, anyone?
• And, some, Pix of the Week!

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Grant’s Go-To’s: Considering the Employer Mandate

One of the key decisions in the development of a state-facilitated retirement savings program is whether to require employers to participate if they don’t already have some type of qualifying plan available for their employees. Making a program voluntary for employers can look like the easier path to legislative success. On the other hand, employer-voluntary approaches have so far shown limited uptake and use.

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